See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,844 | $152,509-85.0% | $117,472-80.6% | $134,475-83.0% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $9,058 | $5,571+62.6% | $4,176+116.9% | $4,740+91.1% |
| Participant deferral / active EE | $8,202 | $4,818+70.2% | $4,070+101.5% | $6,400+28.2% |
| Admin fee / account holder | $19 | $7,004-99.7% | $5,645-99.7% | $11,426-99.8% |